NATO.COM

Defense & Security Intelligence

2026-01-18 18:33 UTC
Powered by US AI

semiconductor industry

65 articles • Page 1 of 2

India To Join PAX SILICA Amid US Tech Trust Signals, Defying Trade Tensions And Tariffs
India is set to join Pax Silica, a strategic initiative led by the United States aimed at creating a secure and resilient silicon supply chain. This move reflects growing technological cooperation bet...
China AI has ‘less than 20%’ chance to exceed US over next 3 to 5 years: Alibaba scientist
According to leading Chinese artificial intelligence researchers speaking at a major industry conference in Beijing, China's efforts in AI are unlikely to surpass the United States within three to fiv...
Silicon shock is the big ‘26 theme
The article discusses how the semiconductor industry will face significant challenges similar to those seen in the fine spirits market in the early 2000s, where demand surged unexpectedly due to new w...
TSMC says it has started mass production of 'most advanced' 2nm chips
Taiwan Semiconductor Manufacturing Company (TSMC) has commenced mass production of the world's most advanced 2nm chips, aiming to maintain its critical role in the global semiconductor industry. The d...
Japan’s Rapidus set to rival TSMC and Samsung for chip supremacy
Rapidus, a Japanese initiative aiming to develop a domestic chip manufacturing industry competitive with TSMC and Samsung Foundry, is evolving into a significant national project reminiscent of simila...
US launches tariff action on Chinese chips, flags economic threat
The US Trade Representative Office has initiated a tariff action against China's semiconductor industry, citing Beijing’s pursuit of dominance as 'unreasonable and discriminatory' and threatening to U...
Ensuring Domestic Chip Manufacturing Strengthens U.S. Defense
The U.S. Chips and Science Act has bolstered domestic semiconductor manufacturing and spurred national efforts towards technological self-reliance in the defense sector....
Chinese chipmakers race to IPO market after back-to-back listings surge
Recent Chinese semiconductor companies have seen a significant increase in Initial Public Offerings (IPOs) following two highly successful trading debuts in Shanghai....
Chinese chipmaker CXMT in crosshairs of South Korean prosecutors over Samsung tech leak
South Korean prosecutors have indicted ten individuals, including former Samsung Electronics executives, for allegedly leaking the company's technology to Chinese chipmaker ChangXin Memory Technologie...
Europe and China’s feud over chips is reaching a breaking point
A Dutch court's intervention regarding chipmaker Nexperia's ownership has escalated tensions between Europe and China. This dispute risks hindering auto production both in Europe and globally....
US grants TSMC annual licence to import American chipmaking tools into China
The US government has provided TSMC with an annual license to import American semiconductor manufacturing equipment for its facility in Nanjing, ensuring operations and product deliveries continue smo...
Chinese AI champion iFlytek sets up new entity to expand into semiconductor design
Chinese company iFlytek, listed on US sanctions, has established Shandong Yixun Information Technology with a registered capital of 50 million yuan to expand into semiconductor design and related AI f...
China escalates Nexperia dispute as Malaysia shift looms
Chinese officials have criticized the Netherlands for not assisting Wingtech Technology with regaining control of Dutch semiconductor company Nexperia, escalating a previous diplomatic conflict from O...
Chinese automotive chipmaker Black Sesame’s Huashan A2000 clears US review hurdle
The Chinese chipmaker Black Sesame Technologies has announced that its advanced 7-nanometer Huashan A2000 automotive chip has been approved by US authorities, allowing for its global distribution. The...
Micron Technology, Inc. $MU Shares Purchased by Perigon Wealth Management LLC
Perigon Wealth Management LLC increased its ownership of Micron Technology, Inc. stocks by 8.9% in the third quarter, adding 3,262 shares to their portfolio....
China vows to retaliate against ‘unreasonable’ US semiconductor tariffs
China has vowed to retaliate against recent US tariffs targeting its semiconductor industry, responding to the Office of the United States Trade Representative's announcement on Tuesday that tariffs w...
DeepSeek stays mum on next AI model release as technical papers show frontier innovation
Chinese artificial intelligence firm DeepSeek has not disclosed information about its upcoming major releases for the V3 and R1 models, despite publishing technical papers highlighting advancements in...
Elemental Capital Partners LLC Takes $13.51 Million Position in Marvell Technology, Inc. $MRVL
Elemental Capital Partners LLC acquired 160,732 shares of Marvell Technology Inc., worth approximately $13.51 million during the third quarter as per their most recent filing with the SEC....
Bard Financial Services Inc. Acquires 1,735 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Bard Financial Services Inc. increased its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (TSM) by 7.2% in the third quarter through an additional purchase of 1,735 shares, according to S...
Analog Devices, Inc. $ADI Holdings Trimmed by Confluence Investment Management LLC
During the 3rd quarter, Confluence Investment Management LLC reduced its holdings of Analog Devices Inc by selling 12,338 shares, decreasing their position to 613,557 shares....
GRIMES & Co WEALTH MANAGEMENT LLC Trims Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
GRIMES & Co Wealth Management LLC decreased its holdings in Taiwan Semiconductor Manufacturing Company Ltd (TSM) by 7.4% during the third quarter, as per SEC filing, reducing its position to 161,297 s...
Tower Semiconductor (NASDAQ:TSEM) Given Buy Rating at Benchmark
Benchmark has reissued its buy rating on Tower Semiconductor's stock, increasing their price objective from $120.00 to $150.00. This rating report was released and covered by MarketBeat Ratings....
Advanced Micro Devices, Inc. $AMD Shares Acquired by Generali Asset Management SPA SGR
Generali Asset Management SPA SGR increased its stake in Advanced Micro Devices (AMD) during the third quarter by purchasing an additional 5,052 shares, raising their total holdings to 120,212 AMD sha...
Diversified Trust Co Has $3.53 Million Stock Holdings in Micron Technology, Inc. $MU
Diversified Trust Co increased its holding of Micron Technology Inc stock by 156.4% during the third quarter, according to a recent SEC filing. The company now owns 21,078 shares after acquiring an ad...
NXP Semiconductors N.V. $NXPI Stock Holdings Lifted by Deprince Race & Zollo Inc.
Deprince Race & Zollo Inc. increased its holdings of NXP Semiconductors shares by 8.1% in the third quarter, amassing a total of 149,789 shares after adding an additional 11,254 shares during that per...
ASML Holding N.V. $ASML Shares Acquired by Busey Bank
Busey Bank significantly increased its stake in ASML Holding NV by 1,361.1% in the third quarter, according to a regulatory filing with the SEC. The bank added 4,233 shares to reach a total holding of...
U.S. holds off on new Chinese chip tariffs amid Trump-Xi truce
The U.S. government has decided to delay imposing new tariffs on certain Chinese semiconductors in light of the recent agreement between President Donald Trump and Chinese leader Xi Jinping....
Shelton Wealth Management LLC Decreases Stake in Broadcom Inc. $AVGO
Shelton Wealth Management LLC reduced its holdings in Broadcom Inc. by 81.4% during the third quarter, down to 1,664 shares after selling 7,290 shares....
Broadcom Inc. $AVGO Shares Sold by LVM Capital Management Ltd. MI
LVM Capital Management Ltd. MI decreased its holding in Broadcom Inc. stock by 8.1% during the third quarter, reducing holdings by selling 21,649 shares and now owning 246,484 shares as per their most...
NXP Semiconductors (NASDAQ:NXPI) Price Target Raised to $265.00 at Truist Financial
Truist Financial increased NXP Semiconductors' target price from $254.00 to $265.00, maintaining a 'buy' rating on the stock....
Analog Devices (NASDAQ:ADI) Price Target Raised to $291.00 at Truist Financial
Truist Financial has raised its price target for Analog Devices (ADI) from $258.00 to $291.00, maintaining a hold rating on the stock. However, other research firms have also offered their analysis re...
Truist Financial Issues Positive Forecast for Diodes (NASDAQ:DIOD) Stock Price
Truist Financial has increased its price target for semiconductor company Diodes Inc. (NASDAQ: DIOD) from $51.00 to $54.00, maintaining a 'hold' rating despite Weiss Ratings retaining a 'sell (d+)' re...
Contravisory Investment Management Inc. Trims Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Contravisory Investment Management Inc. decreased its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (TSM) by selling 4,414 shares, resulting in a new total of 50,949 shares for the third...
Comprehensive Financial Consultants Institutional Inc. Increases Position in Synopsys, Inc. $SNPS
Comprehensive Financial Consultants Institutional Inc. increased its holdings in Synopsys, Inc. by 42.4% during the third quarter of 2021, as reported to the SEC. The firm now owns 4,643 shares of Syn...
Broadcom Inc. $AVGO is Jackson Square Capital LLC’s 3rd Largest Position
Jackson Square Capital LLC reduced its holdings of Broadcom Inc's shares by 13.3% in the third quarter of 2023, according to SEC filings. The firm now holds 74,314 shares following a reduction of 11,3...
Newman Dignan & Sheerar Inc. Lowers Stock Position in Broadcom Inc. $AVGO
Newman Dignan & Sheerar Inc. has decreased its stock position in semiconductor firm Broadcom Inc. by 8.2% during the third quarter following the sale of 2,218 shares, resulting in a new total holding ...
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Purchased by Exchange Traded Concepts LLC
Exchange Traded Concepts LLC increased its holdings of Taiwan Semiconductor Manufacturing Company's shares (NYSE:TSM) by 36.7% in the third quarter, according to a recent filing with the SEC. The inst...
Broadcom Inc. $AVGO Shares Sold by Clean Yield Group
Clean Yield Group reduced its shareholding in Broadcom Inc. (NASDAQ: AVGO) by 3.5% during the third quarter, according to a recent SEC filing. The firm sold 1,518 shares of the semiconductor company's...
Broadcom Inc. $AVGO Stake Raised by Robeco Institutional Asset Management B.V.
In the third quarter of 2023, Robeco Institutional Asset Management B.V. increased its holdings in Broadcom Inc. by purchasing an additional 144,359 shares, raising its total stake to 3,580,972 shares...
First Trust Nasdaq Semiconductor ETF (NASDAQ:FTXL) Reaches New 52-Week High – Time to Buy?
The First Trust NASDAQ CFB Semiconductor Index Fund has reached a new 52-week high of $144.49, closing at $144.5290 with 23,070 shares traded....
Taiwan Semiconductor Manufacturing Company Ltd. $TSM is FengHe Fund Management Pte. Ltd.’s Largest Position
FengHe Fund Management Pte. Ltd. significantly increased its holdings in Taiwan Semiconductor Manufacturing Company Ltd. by 253.5% during the third quarter, adding 253,800 new shares to an existing po...
Ferguson Wellman Capital Management Inc. Purchases Shares of 6,750 Lam Research Corporation $LRCX
Ferguson Wellman Capital Management Inc. acquired new shares in Lam Research Corporation during the third quarter. The firm purchased 6,750 shares valued at around $904,000....
Dock Street Asset Management Inc. Purchases 14,964 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Dock Street Asset Management Inc. has increased its ownership stake in Taiwan Semiconductor Manufacturing Company Ltd. by purchasing an additional 14,964 shares during the third quarter, bringing its ...
Ethos Financial Group LLC Makes New $467,000 Investment in Micron Technology, Inc. $MU
Ethos Financial Group LLC has established a new stake in Micron Technology Inc., acquiring 2,789 shares valued at around $467,000 during the third quarter of the year....
Ninety One SA PTY Ltd Has $6.78 Million Holdings in Broadcom Inc. $AVGO
During the 3rd quarter, Ninety One SA PTY Ltd reduced its holdings in Broadcom Inc. by selling 12,017 shares, leading to a current holding of 20,553 shares worth approximately $6.78 million....
Broadcom Inc. $AVGO Shares Sold by Romano Brothers AND Company
In the third quarter, Romano Brothers AND Company sold 5,855 shares of Broadcom Inc., reducing their holdings by 6.3%. They now own 86,964 shares which represent approximately 3.3% of their portfolio....
D.A. Davidson & CO. Purchases 8,331 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
D.A. Davidson & CO. increased its holdings in Taiwan Semiconductor Manufacturing Company Ltd (TSM) by purchasing an additional 8,331 shares, raising their stake to a total of 67,875 shares during the ...
Lam Research Corporation $LRCX is Harbor Island Capital LLC’s Largest Position
Harbor Island Capital LLC decreased its holdings in Lam Research Corporation by 28.9% in the third quarter of the year, selling 93,675 shares and retaining 230,800 shares....
Stanley Laman Group Ltd. Invests $8.79 Million in Lam Research Corporation $LRCX
Stanley Laman Group Ltd purchased 65,637 shares of Lam Research Corporation during the third quarter at a value of approximately $8.79 million. This position makes up about 1.3% of Stanley Laman's por...
Pacer Advisors Inc. Sells 29,393 Shares of Amkor Technology, Inc. $AMKR
Pacer Advisors Inc. reduced its stock holdings in Amkor Technology by 58.6% in the third quarter through a sale of 29,393 shares, leaving it with ownership of 20,738 shares. This information is based ...
1 2 Next →